Clayton Kohl is a registered investment advisor at Sunsage Capital Management, based in Grapevine, TX, with 19 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 78 clients with $95M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
SunSage is open to considering a 'negotiated fee by asset type schedule' as per the client's request.
Fee Estimator
Location
4400 State Hwy 360, Grapevine, TX, 76051-6754
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sunsage Capital Management
State Registrations1 state
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